Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED FIRE GROUP INCUFCS · Entity 4741 | Director | December 31, 2016 | February 13, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITED FIRE GROUP INC
Report date December 31, 2016 · Filed February 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,042 |
Reported balance
After 2016-03-03 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2016-03-03 · Gift · Disposed 215 · Balance 12,042 |
| Common StockSEC Table I · non-derivative | Direct | 12,042 |
Reported balance
After 2016-11-11 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2016-11-11 · Gift · Disposed 2,300 · Balance 12,042 |
| Common StockSEC Table I · non-derivative | Direct | 12,042 |
Reported balance
After 2016-12-07 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2016-12-07 · Gift · Disposed 150 · Balance 12,042 |
| Common StockSEC Table I · non-derivative | Indirectby individual retirement account for self | 1,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,000 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.28 · Expires 2017-11-16 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,000 F1: All options currently exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.78 · Expires 2018-05-21 | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,000 F1: All options currently exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.46 · Expires 2020-05-19 | Direct | 2,727 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,727 F1: All options currently exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.40 · Expires 2021-02-18 | Direct | 2,727 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,727 F1: All options currently exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.10 · Expires 2022-05-16 | Direct | 2,145 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,145 F2: 1716 options currently exercisable. Remaining options become vested and exercisable on 5/16/2017. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.93 · Expires 2023-05-15 | Direct | 1,755 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 1,755 F3: 1053 options currently exercisable. Remaining options become vested and exercisable in equal installments on 5/15/2017 and 5/15/2018, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: All options currently exercisable.
F2: 1716 options currently exercisable. Remaining options become vested and exercisable on 5/16/2017.
F3: 1053 options currently exercisable. Remaining options become vested and exercisable in equal installments on 5/15/2017 and 5/15/2018, respectively.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 13, 2016 Filed Dec 14, 2016 15:24 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | SaleCommon Stock | 2,000 | $49.92 | $99,830.40 |
DisclosureSEC source: 0000101199-16-000623 · wf-form4_148172907072526.xml · nonDerivative · entry 1 Mahon Casey D. · CIK 0001450675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,042 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.74 to $50.16. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide full information regarding the number of shares and prices at which the transactions were effected upon request to the SEC staff, the issuer, or a security holder of the issuer. Read SEC document |
| December 07, 2016 Filed Feb 13, 2017 17:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000016 · wf-form5_148700625975627.xml · nonDerivative · entry 3 Mahon Casey D. · CIK 0001450675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,042 Read SEC document |
| November 11, 2016 Filed Feb 13, 2017 17:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000016 · wf-form5_148700625975627.xml · nonDerivative · entry 2 Mahon Casey D. · CIK 0001450675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,042 Read SEC document |
| March 03, 2016 Filed Feb 13, 2017 17:17 UTC | UNITED FIRE GROUP INC UFCS · Entity 4741 | GiftCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0000101199-17-000016 · wf-form5_148700625975627.xml · nonDerivative · entry 1 Mahon Casey D. · CIK 0001450675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,042 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.